Introduction
Welcome to this user-friendly guide on how to harness the power of the Batch feature in Empress to streamline your inventory management. Empress offers a handy functionality called Batches, which allows you to group items together in unique batches. This feature is a game-changer for businesses as it allows you to track, sort, manage, and view your inventory in a more organized and efficient manner.
Step 1: Activating the Batch Feature
Before you can create batches, you need to enable the feature.
- Navigate to Inventory Settings.
- Look for the option Enable Batches and select it.
To quickly access your list of Batches, use the Quick Search function. Simply type “batch list” into the search bar and select the first option that appears.
Step 2: Designating Batched Items
With the Batch feature activated, you can now start creating batches.
- Select an item that you want to include in a batch.
- Choose the option Track Item, which allows Empress to keep tabs on the item’s movements.
- Once the Track Item option is active, you can now select the Has Batch option to include the item in a batch.
Please note that the Has Batch feature can only be activated if the Track Item option is selected first.
Step 3: Assigning a Batch to an Item
Once you have enabled the Batch feature for an item, you will need to specify the item’s batch every time you make a transaction involving that item. This includes activities like Stock Movements, Shipments, and Purchase Receipts that update your inventory levels.
- To specify a batch, click the edit button on the table row of the item.
- Choose the desired batch from the list.
Step 4: Viewing Batch-Specific Reports
After enabling the Batch feature, your inventory reports, including the Stock Ledger and Stock Balance, will now include a column showing the Batch of each item. This lets you see at a glance which batch an item belongs to.
You can also set Batch-specific filters in these reports to view information relevant only to a specific batch. This gives you a more detailed and focused view of your inventory, making it easier to make informed decisions about stock management.
Conclusion: Embrace the Power of Batches in Empress
The Batch feature in Empress is a potent tool for effective inventory management. By grouping items into unique Batches, you can gain a deeper understanding of your inventory. This can lead to more efficient operations and better decision-making.
Remember, if you need more assistance or have questions about using Empress, don’t hesitate to reach out to our support team or check out our other user-friendly guides. Happy batching!